Account Type*** *******Account Owner**** ********Account Opps/Deals*** ********Closed Won • Nov 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Edelman Financial EnginesExecutive Director, Financial PlanningJan 07 - PresentKeel PointInvestment Operations ManagerSep 03- Dec 06Morgan StanleyFinancial AdvisorJul 02- Sep 03
Mike CaseyManaging Partner Finance Operations Practice Member Of Executive CommitteeView Profile, mike caseyYannick NzekioVice President Capital Markets Middle Office Operations Investment BankingView Profile, yannick nzekioJean Francois RegnauldChief Financial OfficerView Profile, jean francois regnauld